About formatting requirement and test plan data
Before you can export requirement and test plan data from Word to ALM, your data must be placed in your document as paragraphs or as tables. Then you use the ALM Microsoft Word Add-in toolbar buttons to mark the requirement or test plan fields. Any text in the document that is not marked is ignored.
You can format the requirements so that when you export them to ALM, the requirements are on the same hierarchical level, or on different hierarchical levels in the requirements tree. When formatting a test plan, you can format the subject folders on the same hierarchical level, or on different hierarchical levels in the test plan tree.
When formatting test plans, you can specify design steps, because they are stored together with the tests. However, you cannot export information indirectly related to requirements or test plans. For example, if exporting test plans, you cannot specify the requirements covered by each test.